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Customer Service Client Relations

Location:
Fulshear, TX
Salary:
BATNA
Posted:
July 30, 2024

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Resume:

DIANNE LATIOLAIS

Houston, TX

832-***-**** ad7myg@r.postjobfree.com

OBJECTIVE STATEMENT

To secure a position at a company where I can serve as an important part of a team and utilize my 15+ years of experience to facilitate administration needs in a way that will improve efficiency and performance within the organization.

SKILLS

● Records Management

● Administrative Services

● Office Support

● Insurance Processing

● Documentation

● Insurance

● Verbal/Written

Communication

● Customer Service

● Retaining Client Relations

● Claims Processing

● Factory Recall Knowledge

● Policy and Procedure

Explanations

● Payment Investigation and

Escalations

● Reconciliation of Receivables

PROFESSIONAL WORK HISTORY

Tracker LLC

Business Administrator 10/20/2020 – 06/30/2024

● Support customers applying for loans with lenders and outside banking for boat/ATV purchases

● Enforce and ensure compliance with relevant laws and regulations of lending/banking and personal information

● Process transactions, customer paperwork, closing signatures, invoices, payments, and track transactions regarding sales and sales tax reports

● Prepare forms and documents for title and registration through Tax Assessor Office and Texas Parks and Wildlife

Warranty Director for RV Dealerships - Remote 10/20/2020 - Present

● Serve as a liaison with dealership and manufacturers in processing warranty claims through multiple manufacturer and vendors. Use strong computer skills through manufactures portals.

● Process claims from pre authorizations through payments while enforcing all policies and procedures through service department.

● Follow all warranty receivables and update reconciliation records. Maintain client relations. Accomplishments:

● Produced 30-50K claims monthly.

Local Dealership 01/2019 -

10//2020

Warranty Admin

● Processed warranty claims by following all procedures as prescribed in the manufacturers’ warranty policy and procedure manuals. Enforced all policies and ensured procedures are followed by the technicians before processing paperwork or signing off on technician hours. Followed all warranty receivables to ensure payment.

● Answered incoming telephone calls from manufacturer’s and responded in a courteous and professional manner. Assisted in explanations of warranty coverage to customers when needed. Allstate 01/2018 –

01/2019

Licensed Insurance Agent

Accomplishments:

● Agent selling and assisting customers with claims using company’s computer system and portal.

● Answered incoming telephone calls of customers, insurance questions and coverages, set appointments and retained customers.

Stieber Insurance Group LLC 08/2016 – 12/2017

Receptionist/Administration

● Managed client relations, scheduled appointments, and handled incoming and outgoing mail.

● Provided administrative support of files, data entry, and downloading of carriers.

● Handled office supply inventory and organized physical and digital filing systems. Accomplishments:

● Played a key role in streamlining and improving office services and client relations. Resume of Dianne Latiolais Page 2

PROFESSIONAL WORK HISTORY

City of Weston Lakes, Fulshear, TX 08/2014 – 04/2016 Assistant City Secretary (part-time)

● Maintained official records of the City, including issuing certified copies of city records and documents.

● Responded to requests for information from the City, staff, and the public.

● Participated in meetings and public hearings of the City Council.

● Assumed duties of the City Secretary when required. Accomplishments:

● Strived to stay informed of legal issues on a federal, and state level that affected the local municipality, which is a conduit for all communications from other municipalities, the county, state, and federal government to the mayor, and Council Members.

City of Simonton, Simonton, TX 12/2014 – 04/2016

Deputy City Secretary – (part-time)

● Maintained official records of the City and issued certified copies of City records and documents.

● Prepared advertising notices and maintained the city website.

● Responded to requests for information from the city staff, public and attended meetings and public hearings of the City Council.

● Prepared updates for the City Council agenda packets and researched ordinances, resolutions, minutes, and other City records.

● Supported municipal elections and was responsible for building and flood permit applications and contractor registration.

● Responsible for Emergency Operations Center (EOC) administration and duties of the City Secretary. Accomplishments:

● Duties and tasks assisting Emergency Management and Fort Bend County Road and Bridge during the 2015 and 2016 Brazos River flooding.

CERTIFICATES

Emergency Management ICS 100, 200, 700, 800, 907 (FEMA) Basic Code Enforcement (Texas A&M Engineering Extension) Records Management (Texas State Library and Archives) Electronic Records (Texas State Library and Archives) Public Information Act (Texas Attorney General)

Open Meetings Act (Texas Attorney General)

Adult CPR / AED (American Red Cross)

State of Texas Notary ID#134156964

TECHNOLOGY

Microsoft Applications, Excel, QuickBooks (TeachUComp), Manufacturers Portals



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